Client Relationship Manager

Client Relationship Manager – Private Wealth – Sheffield – £45–50k

Location: Sheffield (office-based) Salary: £45,000–£50,000 Role: Client Relationship Manager – Private Wealth. Environment: Chartered, multi disciplinary wealth & tax planning group

Why This Firm Stands Out

This is a Chartered, fully independent private wealth group with a long established presence across Yorkshire. The business operates from multiple offices, bringing together a team of financial planners, paraplanners, tax specialists, accountants and private client experts, giving you deep technical support and genuine cross department collaboration.

The financial planning division is highly qualified, close knit and well resourced, meaning you’re supported by paraplanners, administrators, tax advisers and senior planners who share knowledge freely. The wider group structure also means clients benefit from joined up tax, trust, corporate and wealth planning, making your role more varied and impactful.

The culture is people focused, detail driven and service led, with long-standing client relationships, strong retention and clear internal progression.

Role Overview

You’ll act as a Client Relationship Manager, supporting advisers and clients across private wealth, retirement planning, investments, tax planning and estate planning. This is a client facing role combining technical work, relationship management and oversight of the full advice process.

Key Responsibilities

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• Conduct client review meetings (virtual & in person)
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• Assess client circumstances, objectives, ATR & CFL
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• Evaluate existing arrangements and complete due diligence / research
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• Complete calculations (pensions, CGT, IHT, income tax)
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• Oversee provider illustrations, applications & fund information
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• Identify new business opportunities & cross-group referrals
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• Oversee post-review work passed to the support team
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• Monitor client fees and manage servicing requests
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• Maintain accurate records in back-office systems
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• Liaise with clients and providers
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• Produce suitability reports across multiple advice areas
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• Support advisers with new client enquiries
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• Maintain technical knowledge & CPD
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Requirements

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• 5+ years financial services experience
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• Strong FCA/regulatory understanding
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• Senior admin or paraplanning background
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• Diploma qualified (Level 4)
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• Strong communication, organisation and work ethic
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• Ability to work to deadlines and prioritise effectively
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Desirable

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• Experience with private wealth, corporate clients, trusts
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• Client facing experience
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• Desire to work towards Chartered status
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• Background in a team-based environment
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Package

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• Full-time, office-based role (Sheffield)
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• Salary £45,000–£50,000
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• Benefits including pension & life cover
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• Supportive, multi-disciplinary environment with strong internal expertise
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• Clear progression within a Chartered, growing private-wealth team
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• Study support for qualifications
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• 25 days holiday + bank holidays (option to buy +5)
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• Pension scheme
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• Health Cash Plan
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• Life Assurance (4x salary)
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• Eye tests
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• Social events & volunteering
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• Staff discounts (Wills, LPAs, mortgages)
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Interested?

If this role sounds of interest, apply now, or if you’re exploring other opportunities within wealth management, apply now and let’s have a chat.